Dharmesh Parmar

Wealth Manager @Lgt Wealth Management

Manchester, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2024 — Present

Wealth Manager @Lgt Wealth Management

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Manchester, GB

EDUCATION

2009 — 2012

Lancaster University

Bachelor of Laws (LLB), Law

SKILLS

ManagementMicrosoft ExcelInvestmentsFixed AnnuitiesWealth ManagementTime ManagementHolistic Financial PlanningRetirement PlanningFinancial ServicesClient LiaisonLeadershipResearchFinancial PlanningTeamworkTeam ManagementFinanceNegotiationSalesSales OperationsCustomer ServiceVariable Annuities

ABOUT DHARMESH PARMAR

Dharmesh is a seasoned wealth manager dedicated to helping ultra/high-net-worth individuals and families achieve their financial goals. Specializing in financial planning and investment management, he creates highly sophisticated financial plans tailored to clients\' personal objectives.Dharmesh offers comprehensive financial planning, including retirement and education funding, tax strategies, and estate planning. He ensures wealth is transferred efficiently through trusts and wills, and provides risk management planning. With expertise in wealth structuring, investment management, and philanthropic planning Dharmesh helps clients reach their financial planning goals. By building long-term relationships and working with a team of specialists, Dharmesh delivers a holistic approach to wealth management, ensuring clients\' financial security and peace of mind.For further information, please email me on D••••••••@lgt.com or send me a message.

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Dharmesh Parmar — Wealth Manager at Lgt Wealth Management in Manchester, GB | Unifers